SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)2,094,653,633.0
- RAUM (discretionary)2,076,704,331.0
- Actionable assets1,967,104,431.0
- Accounts (total)1,864.0
Institutional Clients
- Government AUM0.0
- Pension AUM21,989,370.0
- Charitable AUM113,283,376.0
- HNW AUM1,784,816,677.0